Overview
Assets Under Management: $317 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 142
Average Client Assets: $1.8 million
Frequently Asked Questions
COMPOUND ADVISERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306341), COMPOUND ADVISERS, INC. is subject to fiduciary duty under federal law.
COMPOUND ADVISERS, INC. is headquartered in SAN FRANCISCO, CA.
COMPOUND ADVISERS, INC. serves 142 high-net-worth clients according to their SEC filing dated September 15, 2023. View client details ↓
According to their SEC Form ADV, COMPOUND ADVISERS, INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
COMPOUND ADVISERS, INC. manages $317 million in client assets according to their SEC filing dated September 15, 2023.
According to their SEC Form ADV, COMPOUND ADVISERS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 142
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.12%
Average Client Assets: $1.8 million
Total Client Accounts: 339
Discretionary Accounts: 204
Non-Discretionary Accounts: 135
Regulatory Filings
CRD Number: 306341
Filing ID: 1787175
Last Filing Date: 2023-09-15 10:56:00